All Features

Everything you need to run your freelance business — from automatic transaction import to professional invoices, all powered by AI.

Universal CSV Import

Upload any bank CSV from Stripe, PayPal, Wise, Revolut, QuickBooks, Xero, or hundreds of banks worldwide. Our AI automatically detects column headers (in any language), date formats (MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD), currency symbols, and European decimal commas. Even works with headerless CSVs — upload and go.

Works with any column order and any language
Auto-detects date formats and currency symbols
Supports European decimal commas (1.200,50)
Hanldes Debit/Credit column patterns
Stripe cents normalization (1000 → 10.00)
Auto-matches or creates client records

AI Screenshot Recognition

Snap a screenshot of any payment receipt — PayPal, Stripe, bank transfers, Venmo, Cash App, Alipay, WeChat Pay. Tally Assistant AI extracts the amount, currency, sender name, date, and transaction type automatically. Multiple transactions in one screenshot are detected individually.

Works with any payment app or bank screenshot
Extracts amount, currency, sender, date, and type
Auto-creates clients from sender names
Multiple transactions in a single image
Editable preview before saving

Smart Invoicing

Generate professional invoices from plain English descriptions. Type 'Design work — homepage $500, about page $300, client is Acme Corp' and AI creates line items automatically. Send invoices via email with PDF attachments, save as PNG, or print.

AI generation from natural language
Auto-create or select clients
Multiple line items with different currencies
Email delivery via Resend with PDF
Save as PNG or print
Auto-DRAFT, SENT, PAID, OVERDUE status tracking

Auto Payment Reminders

Never chase a payment again. Tally Assistant automatically tracks overdue invoices and sends polite reminders that escalate in tone over time — friendly in week 1, professional in weeks 2-3, firm after 21 days. Configure frequency in Settings.

Automated escalation: friendly → professional → urgent
Configurable reminder frequency (daily/weekly/never)
Email delivery via Resend
Auto-status updates (OVERDUE)
Inngest-backed daily cron job

Multi-Currency Support

Work with clients in USD, EUR, GBP, JPY, CNY, and 30+ currencies. Each transaction, invoice, and time entry can have its own currency. Exchange rates update daily via the Frankfurter API. Everything is normalized to USD for reporting.

30+ supported currencies
Daily automatic exchange rates
Per-transaction, per-invoice, per-entry currency
USD normalization for reporting
28-currency fallback rates if API is unavailable

Data Export & Backup

Export your transactions, invoices, and clients as CSV anytime with one click. Your data belongs to you — no vendor lock-in. Export regularly as part of your backup routine, or for tax preparation.

One-click CSV export for all data types
BOM-encoded for Excel compatibility
Full control of your financial data

Technical Specifications

Supported File Formats

• CSV (any delimiter: comma, semicolon, tab)
• PNG, JPG, JPEG, WebP (screenshots & photos)
• PDF (receipts & bank statements)
• Any bank export from Stripe, PayPal, Wise, Revolut, and 200+ banks worldwide

File Limits

• Maximum file size: 10 MB per upload
• Maximum image dimensions: 4096 × 4096 pixels
• CSV rows per file: up to 10,000 (recommended)
• Images auto-compressed to 1600px before AI processing

AI Extraction Capabilities

• Extracts: merchant name, transaction date, amount, currency
• Auto-detects: currency symbols ($, €, £, ¥, and 20+ others)
• Auto-categorizes into configurable expense categories
• Detects and prevents duplicate transactions
• Multi-language OCR (English optimized; 50+ languages supported)

Processing & Export

• Average processing: under 30s for a 500-row CSV
• Currency conversion: daily rates via Frankfurter API (30+ currencies)
• Export formats: CSV, formatted PDF (invoices only)
• Real-time exchange rates updated every 24 hours
• All original files preserved as supporting documentation